ROTARY INTERNATIONAL MIDWEST PETS NFP: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROTARY INTERNATIONAL MIDWEST PETS NFP (EIN 39-1819331)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-09-30
- IRS object ID
- 202442749349201219
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-30T06:06:30-00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830703913 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Handrick Consulting LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 Remington Ridge Way | AddressLine1Txt |
| City | De Pere | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541154048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391819331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rotary International Midwest PETS NFP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROTA | BusinessNameControlTxt |
| Phone | 6085757566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 Remington Ridge Way | AddressLine1Txt |
| City | De Pere | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541154048 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Van Hout | PersonNm |
| Person Title | Board Chair | PersonTitleTxt |
| Phone | 6085757566 | PhoneNum |
| Signature | 2024-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven G Handrick CPA | PreparerPersonNm |
| PTIN | P00007603 | PTIN |
| Phone | 9202174232 | PhoneNum |
| Preparation | 2024-09-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | www.midwestpets.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $180,949 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,050 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $170,999 | ProgramServiceRevenueAmt |
| Investment Income | $7,355 | InvestmentIncomeAmt |
| Other Revenue Total | $545 | OtherRevenueTotalAmt |
| Total Revenue | $180,949 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $3,955 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $426 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $170,505 | OtherExpensesTotalAmt |
| Total Expenses | $174,886 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,063 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $146,262 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $152,325 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,339 | BOYAmt |
| EOY | $135,887 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,136 | BOYAmt |
| EOY | $16,438 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,475 | BOYAmt |
| EOY | $152,325 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213 | BOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,262 | BOYAmt |
| EOY | $152,325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The purpose of the Presidents Elect Training Seminar PETS is to develop and assist club Presidents to have the necessary skills, knowledge, and motivation to lead and effectifve Rotary Club. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | The purpose of the President Elect Training Seminar PETS is to develop and assist club Presidents to have the necessary skills, knowledge, and motivation to lead and effective Rotary club. Training was provided to 550 Rotarians | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $149,472 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $149,472 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (38 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| Jane Hopkins | ||
| Council Vice Chair | 000.50 | $0 |
| Mary Van Hout | ||
| Council Chair | 000.50 | $0 |
| Joe Ruskey | ||
| Facilities Chair | 000.50 | $0 |
| Barb Senn | ||
| Facilities Vice Chair | 000.50 | $0 |
| Kathy Kwiat-Hess | ||
| Training Vice Chair | 000.50 | $0 |
| Julie Clark | ||
| Training Chair | 000.50 | $0 |
| Steven Handrick | ||
| Treasurer | 000.50 | $0 |
| Dave Emerick | ||
| Assistant Treasurer | 000.50 | $0 |
| Craig Burnett | ||
| Program Vice Chair | 000.50 | $0 |
| Pat Merryweather | ||
| Program Chair | 000.50 | $0 |
| Linda Yates | ||
| Registration Chair-Sec/Registration | 000.50 | $0 |
| Bret Mitchel | ||
| Registration Vice Chair-Sec/Registration | 000.50 | $0 |
| Roger Utnehmer | ||
| Council Member | 000.50 | $0 |
| Todd Restel | ||
| Council Member | 000.50 | $0 |
| Peter Bosch | ||
| Council Member | 000.50 | $0 |
| John Hurley | ||
| Council Member | 000.50 | $0 |
| Thor Davidson | ||
| Council Member | 000.50 | $0 |
| Rachel Ossyra | ||
| Council Member | 000.50 | $0 |
| Chuck Reynolds | ||
| Council Member | 000.50 | $0 |
| Michael Kloss | ||
| Council Member | 000.50 | $0 |
| Liz Nevitt | ||
| Council Member | 000.50 | $0 |
| Melissa McCormick | ||
| Council Member | 000.50 | $0 |
| Marlene Frisbie | ||
| Council Member | 000.50 | $0 |
| Bonnie Sanchez-Carlson | ||
| Council Member | 000.50 | $0 |
| Nancy Leipzig | ||
| Council Member | 000.50 | $0 |
| Mary Beth Hensel | ||
| Council Member | 000.50 | $0 |
| Marta Carrion | ||
| Council Member | 000.50 | $0 |
| Margaret Larson | ||
| Council Member | 000.50 | $0 |
| Michael Shoultz | ||
| Council Member | 000.50 | $0 |
| Amy Hopkins | ||
| Council Member | 000.50 | $0 |
| Nancy Heykes | ||
| Council Member | 000.50 | $0 |
| Susan Sippel | ||
| Council Member | 000.50 | $0 |
| Lisa Werner | ||
| Council Member | 000.50 | $0 |
| Bobbie Burke | ||
| Council Member | 000.50 | $0 |
| Angela Walker | ||
| Council Member | 000.50 | $0 |
| Ben Bauer | ||
| Public Image/Marketing Chair | 000.50 | $0 |
| Denis Tan | ||
| Public Image/Marketing Vice Chair | 000.50 | $0 |
| Len Dominguez | ||
| Council Member | 000.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Handrick | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1729 Remington Ridge Way | AddressLine1Txt |
| City | De Pere | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 541154048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9202174232 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $2,050 | CurrentTaxYearAmt |
| Total | $2,050 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $170,999 | CurrentTaxYearAmt |
| Total | $170,999 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $545 | CurrentTaxYearAmt |
| Total | $545 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $173,594 | CurrentTaxYearAmt |
| Total | $173,594 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $173,594 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $7,355 | CurrentTaxYearAmt |
| Total | $7,355 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $7,355 | CurrentTaxYearAmt |
| Total | $7,355 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $180,949 | CurrentTaxYearAmt |
| Total | $180,949 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 8, Other Revenue | Vendor Income 545 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Supplies 3,909 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Speaker Expenses 425 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Hotel Costs 102,899 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Council Exp at PETS 2,034 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Insurance 1,035 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Aide Costs 305 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Credit Card Fees 150 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Website 630 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Council Meetings 14,828 |
| Form 990-EZ, Part I, Line 16, Other Expenses | PETS Alliance 1,847 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Materials Storage 1,837 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Software and Support 1,840 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Donations on Behalf of Speakers 1,750 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Audio Visual 36,875 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Bank Fees 16 |
| Form 990-EZ, Part I, Line 16, Other Expenses | Registration Fees 125 |
| Form 990-EZ, Part II, Line 24, Other Assets | Prepaid Expenses Beginning of year 936, End of year 16,438 |
| Form 990-EZ, Part II, Line 24, Other Assets | Accounts Receivable Beginning of year 200, End of year 0 |
| Form 990-EZ, Part II, Line 26, Liabilities | Accounts Payable Beginning of year 213, End of year 0 |